ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $133,063,000 | +41.8% | 5,380,621 | +42.1% | 0.01% | +40.0% |
| Q2 2021 | $93,814,000 | +3.8% | 3,785,848 | +4.1% | 0.01% | 0.0% |
| Q1 2021 | $90,412,000 | +5.4% | 3,638,303 | +5.7% | 0.01% | -9.1% |
| Q4 2020 | $85,760,000 | +7.0% | 3,442,755 | +7.6% | 0.01% | 0.0% |
| Q3 2020 | $80,149,000 | +3.3% | 3,199,549 | +3.7% | 0.01% | -8.3% |
| Q2 2020 | $77,593,000 | +5.0% | 3,085,222 | +3.0% | 0.01% | -7.7% |
| Q1 2020 | $73,869,000 | -4.7% | 2,996,717 | -3.5% | 0.01% | +18.2% |
| Q4 2019 | $77,499,000 | +13.1% | 3,104,896 | +13.2% | 0.01% | +10.0% |
| Q3 2019 | $68,543,000 | +7.2% | 2,741,733 | +6.9% | 0.01% | 0.0% |
| Q2 2019 | $63,927,000 | -5.1% | 2,564,234 | -5.9% | 0.01% | 0.0% |
| Q1 2019 | $67,328,000 | +6.6% | 2,723,608 | +5.0% | 0.01% | -9.1% |
| Q4 2018 | $63,176,000 | +22.9% | 2,593,418 | +22.9% | 0.01% | +37.5% |
| Q3 2018 | $51,401,000 | +2.4% | 2,110,074 | +2.4% | 0.01% | 0.0% |
| Q2 2018 | $50,211,000 | +9.1% | 2,060,399 | +9.5% | 0.01% | 0.0% |
| Q1 2018 | $46,041,000 | +10.5% | 1,881,521 | +12.0% | 0.01% | +14.3% |
| Q4 2017 | $41,652,000 | +8.1% | 1,679,500 | +9.2% | 0.01% | +16.7% |
| Q3 2017 | $38,541,000 | +7.1% | 1,538,524 | +6.8% | 0.01% | -14.3% |
| Q2 2017 | $35,993,000 | +12.1% | 1,440,278 | +11.3% | 0.01% | +16.7% |
| Q1 2017 | $32,099,000 | +16.7% | 1,293,756 | +16.2% | 0.01% | 0.0% |
| Q4 2016 | $27,506,000 | +12.1% | 1,113,635 | +15.0% | 0.01% | +20.0% |
| Q3 2016 | $24,536,000 | +6.1% | 968,298 | +6.5% | 0.01% | 0.0% |
| Q2 2016 | $23,116,000 | +17.8% | 909,366 | +15.8% | 0.01% | 0.0% |
| Q1 2016 | $19,625,000 | +144.5% | 785,315 | +137.9% | 0.01% | +150.0% |
| Q4 2015 | $8,026,000 | +865.8% | 330,149 | +881.4% | 0.00% | – |
| Q3 2015 | $831,000 | +1788.6% | 33,642 | +1769.0% | 0.00% | – |
| Q2 2015 | $44,000 | – | 1,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,306,429 | $32,543,000 | 4.58% |
| AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
| Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
| Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
| Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
| Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
| MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
| Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
| RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
| Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |